$KINGSOFT(03888.HK) $Intuit(INTU.US) $Palo Alto Networks(PANW.US) $CrowdStrike(CRWD.US)

I've recently noticed a clear divergence between cybersecurity and traditional software: both PANW and CRWD are up today. The demand in the cybersecurity sector, driven by AI threats, is growing. These two are both platform-based security companies that are absorbing market share. Intuit, on the other hand, is a mature tax/finance software company with stable growth, but its valuation premium needs a new narrative. Kingsoft Corporation is listed in Hong Kong, and the narrative of WPS's internationalization is progressing but at a slow pace.